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Job DescriptionBASIC FUNCTION
The Branch Representative delivers extraordinary service while encouraging Members and non‐ Members to choose the Credit Union as their primary financial services provider by proactively building Member relationships to help meet their financial needs.
Consultatively interact with Members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately address Members’ service needs. Educate Members on ease of use and convenience services, including technology where applicable, to encourage increased use of the cooperative while building and increasing member engagement.
Accurately process new accounts for new and existing Members and perform maintenance on Members’ accounts as requested. (Do it right the first time). Opens and maintains IRA, and trust accounts, Business accounts on various systems, including data entry, and paperwork processing.
Ask open‐ended questions to uncover additional opportunities to save Members money and/or time.
Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.
Proactively identify qualified referrals for Members that will save Members time, money and provide peace of mind.
Assist Members with questions regarding WFCU products and services as well as resolve Members’ complaints.
Perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc.
Other duties as assigned.
CRITICAL RESULTS
Provide extraordinary member service by being knowledgeable, engaging with Members, making Members feel valued and consistently applying defined service standards. Success defined by current service benchmark (such as Member Satisfaction Surveys, Basic Courtesies and observation).
Assigned expectations and objectives, as identified in the Success Plans, are met and/or exceeded.
Management and Partners are assisted as needed, contributing to a “team” atmosphere.
All WFCU policies and procedures are followed and guidelines are consistently applied and maintained. Operate within the acceptable ranges of the Balancing and Quality of Work Parameters.
All activities are efficiently conducted, generally error free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls. (i.e. security, member identification and fraud prevention).
Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. Manager approval required for any exceptions.
Work according to schedules and department attendance guidelines. Need may arise whereby this position may provide coverage at another member Branch.
Must be able to learn and apply a variety of software applications.
Prior experience in a financial environment with management knowledge is preferred.
Core Competencies: Core competencies are consistent for all positions across the organization and are aligned with WFCU’s core values and the Three Stakeholder Model.
Member Focus (internal and external): Builds Member confidence, is committed to increasing Member satisfaction, sets achievable Member expectations, assumes responsibility for solving Member problems, ensures commitments to Members are met, solicits opinions and ideas from Members, responds to Partners.
Dependability: Meets commitments to Members and Partners, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements (schedule adherence).
Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys good and bad news.
Job Specific Competencies: The position requires an individual who is able to maintain composure in a variety of situations. The following stand out among a long list of behavioral competencies for this position:
Job Knowledge: Understands duties and responsibilities, has necessary job knowledge, has necessary technical skills, understands company mission/values, keeps job knowledge current, is in command of critical issues.
People Development: Provides feedback and coaching, rewards hard work and risk taking, takes mentoring role, challenges and develops Partners, accepts mistakes, provides visibility/opportunity.
Leadership: Leads through change and adversity, makes the tough call when needed, builds consensus when appropriate, motivates and encourages others.
Quality: Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems.
Communication Skills: Able to communicate complex financial issues and instill confidence in the credit union’s financial position to a wide variety of audiences with varying degrees of technical expertise.
Relationship Building Skills: Develops new business, identifies opportunities for additional products and services Members can benefit from, translates product features to benefits, has good listening skills, is sensitive to Members, delivers effective presentations, negotiates well, uses closing skills appropriately, and develops cross -servicing skills.
Physical Demands: The physical demands described here are representative of those that must be met by a Partner to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the Partner is frequently required to stand and walk. The Partner is occasionally required to sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance and talk or hear. The Partner must occasionally lift and/or move up to 50 pounds.
Work Environment: The work environment characteristics described here are representative of those a Partner‐ encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Financial Services
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As a member owned federal credit union, WEOKIE's Board of Directors is 100% member elected because we believe you should have a say in what happens to your money. Private banking institutions are run by a board of directors that only care about securing profits for their shareholders.
WEOKIE charges $15 to send/receive a domestic wire transfer. Every wire sent will post as a separate transaction. Wire funds and fee will be debited from the account selected by the member.
You can send, request or receive money with Zelle®. To start using Zelle® at WEOKIE, you must be enrolled in Online Banking. If you are not already enrolled in Online Banking, you can enroll by logging in to online banking or our mobile banking app.
ROCK HILL, S.C. - Founders Federal Credit Union will merge with the Winthrop Credit Union on May 1. The Winthrop Credit Union becomes Founders Federal Credit Union – with 22 offices and three service centers in North and South Carolina, 170,000 members and more than $1.4 billion in assets.
Persons who live, worship, work (or regularly conduct business in), or attend school in the Oklahoma City area - consisting of Canadian, Cleveland, Grady, Lincoln, Logan, McClain, Oklahoma, or Pottawatomie Counties (as well as spouses of persons who died while within the field of membership of the credit union)
Wire transfer fees generally range from $0 to about $50. The median wire transfer fee for the institutions we surveyed is $15 for incoming domestic wire transfers, $25 for outgoing domestic wire transfers, $15 for incoming international wire transfers and $45 for outgoing international wire transfers.
Wires are one of the most expensive ways to transfer money, because banks generally charge outgoing wire transfer fees. Some banks and accounts may even charge for incoming wire transfers.
OKCU has over 700 million dollars in assets, employs more than 145 people and offers branch access at over 100 locations across Oklahoma and over 5,000 locations nationwide.
We now serve over 160,000 members all over the world, with assets of $2.4 billion. Our field of membership now includes more than 1,700 employer groups, associations, and businesses.
In 1959, the credit union changed its name to Mobiloil Federal Credit Union and again to Rave Financial in 2023. Rave Financial is now a community charter and currently has more than 75,000 members and assets exceeding $1 Billion.
But, even if you don't have Zelle® available through your bank or credit union, you can still use it! Simply download the Zelle® app in the App Store or Google Play and enroll an eligible Visa® or Mastercard® debit card. After you enroll, you can send and receive money with confidence to almost anyone you trust.
Zelle (/zɛl/) is a United States–based digital payments network run by a private financial services company owned by the banks Bank of America, Truist, Capital One, JPMorgan Chase, PNC Bank, U.S. Bank, and Wells Fargo.
As a not-for-profit financial institution, we're different from a bank because our members are our owners (people who live, work, worship, attend school, or volunteer in our membership area).
Access Credit Union was incorporated in 2009. In 2021, Access Credit Union merged with Crosstown Civic Credit Union and later in 2022, merged with Noventis and Sunova Credit Unions to become the largest credit union in Manitoba. Today, Access Credit Union remains a financial institution that puts its members first.
Introduction: My name is Terrell Hackett, I am a gleaming, brainy, courageous, helpful, healthy, cooperative, graceful person who loves writing and wants to share my knowledge and understanding with you.
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